See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,516 | $61,272-30.6% | $149,673-71.6% | $71,457-40.5% |
| Participation rate | 27.2% | 62.5%-35.3pp | 78.8%-51.5pp | 67.9%-40.7pp |
| Annual return | 17.10% | 35.85%-18.8pp | 134.42%-117.3pp | 28.85%-11.8pp |
| Employer contribution / active EE | $348 | $2,378-85.4% | $4,818-92.8% | $2,588-86.5% |
| Participant deferral / active EE | $877 | $2,917-69.9% | $5,680-84.6% | $4,289-79.5% |
| Admin fee / account holder | $5,642 | $1,261+347.3% | $13,210-57.3% | $1,587+255.5% |